Integrity Wealth Advisors

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

13,333

Total plan assets

$918.4M

Filings (rows)

Direct comp

$286K

Indirect comp

Showing only "INTEGRITY WEALTH ADVISORS"

View all 3 variants aggregated →

INTEGRITY WEALTH ADVISORS10 INTEGRITY WEALTH SOLUTIONS1 INTEGRITY WEALTH MANAGEMENT1

SERVICES PROVIDED

Investment manager6

Advisor / Consultant4

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Sansum Santa Barbara Medical Clinic, Inc. Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan · all filings	SANTA BARBARA, CA	Investment manager	241	$235.8M	$19K	$0
Newport Group, Inc. Ascensus Secure Retirement Pooled Employer Plan · all filings	FOLSOM, CA	Investment manager	11,059	$205.6M	$7K	$0
Sansum Santa Barbara Medical Clinic, Inc. Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan · all filings	SANTA BARBARA, CA	Investment manager	230	$204.9M	$14K	$0
Sansum Santa Barbara Medical Clinic, Inc. Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan · all filings	SANTA BARBARA, CA	Advisor / Consultant	222	$184.5M	$12K	$0
Ventura County Credit Union Ventura County Credit Union 401(k) Profit Sharing Plan · all filings	VENTURA, CA	Investment manager	178	$22.1M	$58K	$0
Ventura County Credit Union Ventura County Credit Union 401(k) Profit Sharing Plan · all filings	VENTURA, CA	Investment manager	178	$17.2M	$45K	$0
Ventura County Credit Union Ventura County Credit Union 401(k) Profit Sharing Plan · all filings	VENTURA, CA	Investment manager	179	$14.5M	$45K	$0
Child Development Resources of Ventura County Inc. Child Development Resources of Ventura County Inc. Profit Sharing Plan · all filings	VENTURA, CA	Advisor / Consultant	369	$12.9M	$33K	$0
Child Development Resources of Ventura County, Inc. Child Development Resources of Ventura County, Inc. Profit Sharing Plan · all filings	OXNARD, CA	Advisor / Consultant	345	$11.3M	$26K	$0
Child Development Resources of Ventura County, Inc. Child Development Resources of Ventura County, Inc. Profit Sharing Plan · all filings	OXNARD, CA	Advisor / Consultant	332	$9.6M	$27K	$0